RWM

Ruedi Wealth Management Portfolio holdings

AUM $337M
1-Year Est. Return 9.41%
This Quarter Est. Return
1 Year Est. Return
+9.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.89M
3
+$2.07M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.53M

Top Sells

1
+$144K
2
+$87.7K
3
+$71.8K
4
META icon
Meta Platforms (Facebook)
META
+$60.5K
5
ERIC icon
Ericsson
ERIC
+$57.6K

Sector Composition

1 Technology 2.44%
2 Consumer Discretionary 0.51%
3 Financials 0.39%
4 Communication Services 0.36%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.5K ﹤0.01%
+43
202
$2.41K ﹤0.01%
193
203
$2.37K ﹤0.01%
50
-4
204
$2.32K ﹤0.01%
715
205
$2.3K ﹤0.01%
24
206
$2.3K ﹤0.01%
61
-66
207
$2.22K ﹤0.01%
21
208
$2.18K ﹤0.01%
68
+1
209
$2.11K ﹤0.01%
16
210
$2.1K ﹤0.01%
+6
211
$1.86K ﹤0.01%
70
+2
212
$1.85K ﹤0.01%
100
213
$1.7K ﹤0.01%
46
214
$1.7K ﹤0.01%
22
215
$1.5K ﹤0.01%
5
216
$1.27K ﹤0.01%
86
217
$1.25K ﹤0.01%
61
-26
218
$1.25K ﹤0.01%
27
219
$1.22K ﹤0.01%
28
220
$1.19K ﹤0.01%
28
221
$1.16K ﹤0.01%
21
222
$1.12K ﹤0.01%
22
+4
223
$1.03K ﹤0.01%
20
224
$1K ﹤0.01%
6
225
$812 ﹤0.01%
75
7 8
9
10 11